Name: Victrex & investing in unique businesses - Vox Markets Fund Manager Series: Jean Roche of Schroders
Uploaded: 2023-10-10T14:32:14.407866+00:00
Duration: 4150 s
Channel: Vox Markets
Description: Victrex & investing in unique businesses - Vox Markets Fund Manager Series: Jean Roche of Schroders

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/450/006450/video_PHZNN4R.mp4#t=1720

Vox Markets

Victrex & investing in unique businesses - Vox Markets Fund Manager Series: Jean Roche of Schroders

Outlook for equites & importance of balance sheets

Defence stocks: Qinetiq (QQ.), Chemring (CHG) & Babcock (BAB)

Senior (SNR) and M&A trends

Inchcape (INCH)

Spectris & Oxford Instruments

Diploma (DPLM) - Vox Markets Fund Manager Series: Jean Roche of Schroders

UK housebuilders: Vistry (VTY), Redrow (RDW) & Crest Nicholson (CRST) - Vox Markets Fund Manager Series: Jean Roche of Schroders

Future (FUTR) - Vox Markets Fund Manager Series: Jean Roche of Schroders

Games Workshop (GAW) & when to sell winners - Vox Markets Fund Manager Series: Jean Roche of Schroders

4Imprint (FOUR) - Vox Markets Fund Manager Series: Jean Roche of Schroders

Dunelm (DNLM) - Vox Markets Fund Manager Series: Jean Roche of Schroders

Keller (KLR) - Vox Markets Fund Manager Series: Jean Roche of Schroders

Man Group (EMG) - Vox Markets Fund Manager Series: Jean Roche of Schroders

Computacentre (CCC) - Vox Markets Fund Manager Series: Jean Roche of Schroders

In this interview, Jean Roche of Schroders takes Vox Markets through:

00:00 Outlook for equites & importance of balance sheets.
04:35 Defence stocks: Qinetiq, Chemring & Babcock
12:15 Senior and M&A trends
17:00 Inchcape
20:10 Spectris & Oxford Instruments
25:15 Diploma
28:40 Victrex & investing in unique businesses
33:15 UK housebuilders: Vistry, Redrow & Crest Nicholson
40:20 Future
46:55 Games Workshop & when to sell winners.
52:15 4Imprint
55:20 Dunelm
59:55 Keller
61:05 Man Group
62:55 Computacentre

In this interview, Jean Roche of Schroders takes Vox Markets through:00:00 Outlook for equites &amp; importance of balance sheets. 04:35 Defence stocks: Qinetiq, Chemring &amp; Babcock 12:15 Senior and M&amp;A trends 17:00 Inchcape 20:10 Spectris &amp; Oxford Instruments 25:15 Diploma 28:40 Victrex &amp; investing in unique businesses 33:15 UK housebuilders: Vistry, Redrow &amp; Crest Nicholson 40:20 Future 46:55 Games Workshop &amp; when to sell winners. 52:15 4Imprint 55:20 Dunelm 59:55 Keller 61:05 Man Group 62:55 Computacentre

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/450/006450/video_PHZNN4R.mp4